Jeremy Posted April 24, 2020 Posted April 24, 2020 I am struggling to find much documentation on the customer portal, I am trying to set this up to allow users to create their own profiles but I'm not sure how this is done. I have managed to get to a point where the registration page appears but then when you try to create an account is says 'This portal does not allow self-service registration'. We also have the Employee Portal set up with SSO, not sure if this is going to cause problems?
Jeremy Posted April 24, 2020 Author Posted April 24, 2020 also with us already moved to the Employee Portal, we have 'hidden' My Services so does this mean that it will not show anything for the users when logged into the customer portal?
Daniel Dekel Posted April 27, 2020 Posted April 27, 2020 Hi @Jeremy, Have you enabled the option? is in the Admin Tool - "Portal Accounts" There is some more information in our wiki: https://wiki.hornbill.com/index.php/Contacts The actions in the Employee Portal do not affect the Customer Portal. As long as the services remain the same. Regards, Daniel.
Jeremy Posted April 27, 2020 Author Posted April 27, 2020 so I have pressed lots of buttons and have now got this working I think
Martyn Houghton Posted April 27, 2020 Posted April 27, 2020 @Jeremy @Daniel Dekel @Victor has been trying to track down some documentation on the Options on the Portal Accounts page. Cheers Martyn
Jeremy Posted May 1, 2020 Author Posted May 1, 2020 So further to this I have enable the customer portal and can get people to login, but the Services list does not appear on the page once logged in it just shows 'This section can be customised in the Admin Tool'. I cannot get services to appear is it because we have the Employee Portal on and the redirections etc have been set to go to the Employee Portal and this over-rides the customer portal as well?
Victor Posted May 4, 2020 Posted May 4, 2020 On 5/1/2020 at 10:45 AM, Jeremy said: I cannot get services to appear is it because we have the Employee Portal on and the redirections etc have been set to go to the Employee Portal and this over-rides the customer portal as well? @Jeremy unlikely as the employee portal and customer portal are two independent and separate entities... Can you check the customer portal account if it has Hornbill Service Manager Authorised Guest role?
Victor Posted May 4, 2020 Posted May 4, 2020 @Jeremy actually you haven't ... but I wasn't very specific so here is a screenshot on how it needs to be set up: EDIT: as you can see Authorised Role is a mandatory configuration (marked with red) and is not configured in your screenshot
Jeremy Posted May 4, 2020 Author Posted May 4, 2020 @Victor sorry I searched for hornbill my bad, let me add that in and see what happens
Jeremy Posted May 4, 2020 Author Posted May 4, 2020 @Victor I have now got the 'services' appearing. Is there an easy way to say that these accounts only have access to a specific service or form? Or to change the services page to just be links to specific forms? And can you turn off the scrolling banner for bulletins on the customer portal?
Victor Posted May 4, 2020 Posted May 4, 2020 Just now, Jeremy said: Is there an easy way to say that these accounts only have access to a specific service or form? Or to change the services page to just be links to specific forms? Sorry, I'm not following... I might have a special morning...
Jeremy Posted May 4, 2020 Author Posted May 4, 2020 @Victor So once logged in with an external account they 'see' all services, is there a way to restrict this easily? Or like the Employee Portal, rather than displaying the list of Services can there be a series of links to the forms that these people can access?
Victor Posted May 4, 2020 Posted May 4, 2020 18 minutes ago, Jeremy said: So once logged in with an external account they 'see' all services They will only see the services they are subscribed to... if they are subscribed to all then ye, they will see all, the only way to manage what they see and access is via subscription 19 minutes ago, Jeremy said: Or like the Employee Portal, rather than displaying the list of Services can there be a series of links to the forms that these people can access? On customer portal, to have access to the forms (which are catalog items) the customer woudl need to select the service first. Customer portal and employee portal behave differently, at some point customer portal will be ported to the employee postal but we're not there yet
Jeremy Posted May 5, 2020 Author Posted May 5, 2020 @Victor is there a way to give access to service via roles? As that would be a great improvement for use due to the amount of users, depts etc it is not really feasible to add these all in manually. Using roles would make this so much easier and then you can customise roles to fit much better than departments etc
Victor Posted May 5, 2020 Posted May 5, 2020 1 hour ago, Jeremy said: is there a way to give access to service via roles? Are we talking here about users or contacts? Because contacts don't have roles...
Martyn Houghton Posted May 5, 2020 Posted May 5, 2020 @Jeremy The only subscription level control you have is either to subscribe the individual external contact or the external organisation. Contact themselves can flag a service as a 'Favourite', so once one or more services are marked as a favourite then on the favourite services will be listed by default on login. They still have access to everything they are subscribed to via the 'All My Services'. There is some discussion on the post below about improving the external customer data model to improve the granularity and grouping subscriptions/permissions. Cheers Martyn
Jeremy Posted May 7, 2020 Author Posted May 7, 2020 When external customers register for an account, we would to set it so that we 'approve' these accounts which I have found the settings etc. But what I am struggling to find is how you (as a analyst) are notified that these accounts are waiting to be 'approved'?
Jeremy Posted May 11, 2020 Author Posted May 11, 2020 further to the last point, how do you add a Organisation as I have set one up but cannot select anything. Also I have set up a 'Guest Account Template' to put them in the right organisation, but I can't find where you link this to the customer portal accounts that are created?
Martyn Houghton Posted May 11, 2020 Posted May 11, 2020 @Jeremy We are still awaiting documentation on the auto provisioning, as I do not believe there is any notification. You cannot even filter the list of guest accounts by status, you would have to do it by SQL/Report. We manually manage the additions of our contacts with portal access rather than allowing then to self register. Cheers Martyn
Jeremy Posted May 11, 2020 Author Posted May 11, 2020 @Martyn Houghton how do you add the 'Organisation' to the contact?
Martyn Houghton Posted May 11, 2020 Posted May 11, 2020 @Jeremy Are you attempting to setup one Organisation which all the contacts under that? As an external support provider we have individual organisations for each. You just type the initial details to lookup the organisation and then select it. Have you created the organisation first? Cheers Martyn
Jeremy Posted May 11, 2020 Author Posted May 11, 2020 @Martyn Houghton yes I have created an organisation called External, but when you go to the contact and try to add it or any others it's just blank. Even if you type in the name is doesn't link them....
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